☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I break down two major Claude updates for accounting firms: Live Artifacts and Claude Design. I explain how Live Artifacts can become a personal dashboard across email, calendar, practice management, and month-end tools, and why AI agents working across apps may matter more than AI built inside one app. I also walk through how Claude could generate financial reports, slide decks, landing pages, and even workpaper documentation. Then I answer questions on going national with a niche firm, replacing SafeSend, building referral partnerships, changing tech stacks, using AI safely, and when to hire for a nonprofit accounting firm.

🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates
Soraban: https://www.soraban.com/
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Missive: https://missiveapp.com/jason
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo

// Chapters:
00:00 - Claude updates + nationwide growth
01:25 - Claude Live Artifacts explained
04:02 - Building a personal AI dashboard
10:16 - Should PM systems be worried?
17:31 - AI accounting ledger experiment
22:20 - Claude Design + client deliverables
37:54 - Mailbag begins
38:15 - Scaling beyond local clients
44:09 - Replacing SafeSend
47:08 - White label bookkeeping partnerships
50:18 - Changing tech when the team is tired
57:30 - Safe AI agents + OpenClaw
01:04:28 - Nonprofit CFO firm question
01:07:21 - AI workpaper automation experiment

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YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I break down a real accounting firm doing over $400K in revenue while the owner works about 30 hours a week most of the year and takes eight weeks off. I walk through the firm’s revenue mix, team structure, seasonal workflow, pricing model, billing approach, tech stack, and why the owner is still the main bottleneck. Then I explain the six most common owner bottlenecks in accounting firms, from review and knowledge transfer to structure, delegation, escalation, and pricing.

🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
TeamUp: https://www.hireteamup.com/jason
Soraban: https://www.soraban.com/
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Missive: https://missiveapp.com/jason
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates

// Chapters:
00:00 - A $400K calm firm
01:31 - Firm snapshot + revenue mix
05:36 - Seasonal workflow + vacation
08:51 - Three-tier pricing model
16:10 - Upfront billing strategy
20:21 - Marketing + tech stack
22:53 - Main pain: owner bottleneck
26:50 - The Dirty Dozen + events
30:23 - Six bottleneck causes
34:50 - Knowledge bottleneck
37:50 - Structural bottleneck
40:17 - Meddling bottleneck
43:02 - Escalation bottleneck
48:24 - Pricing bottleneck
54:55 - Community + referral network

CTA 🗣️ Continue the discussion on social!
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YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I break down how AI agents are changing the way accounting firms should think about their tech stack. We’re in the middle of tech selection season, but AI is moving so fast that traditional buying decisions don’t really make sense anymore. I walk through eight major shifts, from why you shouldn’t lock into long term software contracts. I also explain how switching tools is getting easier, why audit logs suddenly matter, and how AI is changing hiring and outsourcing decisions.

🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
TeamUp: https://www.hireteamup.com/jason
Soraban: https://www.soraban.com/
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Missive: https://missiveapp.com/jason
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates

// Chapters:
00:00 - AI agents are changing tech decisions
02:11 - Why 2026 is the year of AI agents
03:13 - How software buying is changing
11:16 - Why audit logs matter now
15:33 - All-in-one vs best-of-breed
19:53 - AI changes hiring and outsourcing
24:04 - Client agents and firm agents
26:37 - Nerd Corner: client-facing AI assistants
35:05 - Building proprietary AI context
40:30 - Knowledge automation is coming
41:40 - Mailbag begins
42:10 - Double vs Financial Sense
44:17 - Sending 12-month proposals now
47:06 - Three-tier pricing mistake
49:29 - Perplexity’s personal computer AI
55:14 - Building AI models vs using wrappers
01:01:44 - Marketing a newly acquired firm

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YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I break down why hiring feels impossible for accounting firms and why that’s usually not true. I walk through the nine most common hiring bottlenecks I’m seeing across firms right now, from first hire paralysis and offshore vs onshore decisions to training challenges and being the bottleneck as an owner. I also share why most firms aren’t doing enough to attract talent, and how small changes in positioning, pricing, and structure can unlock hiring. Then I cover AI updates from OpenAI and Claude, plus answer questions on tools, hiring strategy, and whether simple tax firms are at risk.

🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
TeamUp: https://www.hireteamup.com/jason
Soraban: https://www.soraban.com/
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Missive: https://missiveapp.com/jason
Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates

// Chapters:
00:00 Why hiring feels impossible

01:28 The Dirty Dozen: hiring data

08:17 First hire paralysis

12:04 Onshore vs offshore hiring

18:46 What kind of admin should you hire?

23:32 Why great hires aren’t finding you

27:30 Capacity, pricing, and hiring

32:08 Succession and client transition

38:22 The owner is the bottleneck

40:16 The lighthouse strategy for hiring

42:26 Mailbag

43:08 OpenAI vs Claude

59:02 Double vs Aider

01:04:23 Will AI kill simple tax firms?

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YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I share a simple framework for deciding whether to keep hiring or intentionally contract, centered on tightening your client revenue band, narrowing your services so they are easier to systematize, and building distribution so you can specialize. I apply it to a real bookkeeping firm that feels overstaffed and stuck on pricing, and I close with mailbag answers on buying a book of business, letting go of legacy clients, charging for consults, finding first clients, and positioning a niche before you have ideal case studies.

🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
Soraban: https://www.soraban.com/
TeamUp: https://www.hireteamup.com/
Verito: https://verito.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I break down how I transitioned from running a 40-person firm to helping other accounting firms, and why there’s a massive opportunity right now for accountants to step into education, AI, and advisory roles. I share a practical framework for starting, including how to stay independent, build an audience, and structure your value ladder. Then I walk through a teardown of a $50M accounting firm, highlighting pricing, tech stack, and org structure issues. We close with a mailbag covering acquisitions, scaling CFO services, proposals, client pruning, delegation, and tools.

🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
TeamUp: https://www.hireteamup.com/jason
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Soraban: https://www.soraban.com/
Financial Cents: https://hubs.li/Q03mLr_x0 
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Missive: https://missiveapp.com/jason

// Chapters:
00:00 - Why accountants should help accountants
02:00 - From firm owner to educator
09:30 - Building an accounting education business
15:40 - Email lists, niche, and positioning
22:00 - $50M firm teardown (pricing, tech, structure)
36:00 - Org structure beyond partner model
41:30 - Mailbag: scaling, clients, and pricing
57:00 - Tools and final takeaways

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LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I break down how accounting firms should actually think about communication, from whether phones still matter to how to structure client expectations and response times. I walk through why most firms get overwhelmed by making the wrong people too accessible, and how to design a communication system that protects focus while still delivering a high-touch client experience. I dig into what happens when someone replaces their CPA with an AI agent, what that signals about where things are heading, and how firms should respond. I also cover how to prepare your systems for AI, what actually makes software “agent-ready,” and how AI may or may not change when you should start your own firm.

🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

☎️ VOIP Phone Options:
Dialpad https://www.dialpad.com/
Quo https://www.quo.com/
Allo https://www.withallo.com/
Nextiva https://nextiva.com/
Ooma https://www.ooma.com/

💰 Today's Sponsors
TeamUp: https://www.hireteamup.com/jason
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Financial Cents: https://hubs.li/Q03mLr_x0 
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.
Soraban: https://www.soraban.com/
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates

// Chapters:
00:00 - Why communication breaks firms
03:20 - Who should talk to clients
07:30 - Designing a scalable communication system
16:00 - Why accessibility is the real problem
20:30 - What happens when AI replaces your CPA
25:00 - AI agents vs assistants
30:40 - Why APIs matter more than tools
37:20 - Sponsor break
41:20 - Where current systems fail
46:30 - Where AI is actually going
49:40 - Closing thoughts

🗣️ Continue the discussion on social!
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LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I break down why review is still the biggest bottleneck in most accounting firms and how to actually fix it. I walk through five practical ways to reduce the load, including separating detail vs technical review, using difficulty levels, and systematizing work so you rely less on scarce senior talent. Then I shift into AI, covering leaked Co-Work features, what’s coming next with agents, and how to think about security, email, and automation without getting ahead of what’s actually safe to deploy.

🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
TeamUp: https://www.hireteamup.com/jason
Canopy: g[etcanopy.com/jason](http://getcanopy.com/jason) Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Soraban: https://www.soraban.com/
Verito: https://verito.com/
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Financial Cents: https://hubs.li/Q03mLr_x0 
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates

// Chapters:
00:00 - Why review is the biggest bottleneck
02:30 - How firms structure review today
04:50 - How to fix review (structure + delegation)
07:20 - Using difficulty levels to scale
11:00 - Systemizing review so it scales
15:00 - Hiring vs restructuring review teams
18:45 - What’s actually happening with AI agents
25:00 - AI agents vs assistants explained
31:30 - AI risks and security reality check
33:00 - Practice management + system gaps
41:20 - Where current tools break down
46:30 - Where AI is actually going (agents vs tools)

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I break down real data from 700+ accounting firms on how they’re actually choosing and switching practice management systems, and what most firms get wrong in that process. I share key lessons around sales demos, implementation mistakes, and why peer insights matter more than vendor promises. Then I zoom out to how AI could reshape compliance and what that means for the future role of accounting firms. We close with a mailbag on niching, pricing confidence, side hustles, and how to think about your firm as you grow.

🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

📌 If you’ve never used my PM recommendation tool: https://www.jasononfirms.com/pmrec
💿 Grab my IRS hold music here: https://drive.google.com/drive/folders/1oyQ8y9-3WkGk3FggMQiADvVO1aY40P4S?usp=drive_link

💰 Today's Sponsors
TeamUp: https://www.hireteamup.com/jason
Soraban: https://www.soraban.com/
Verito: https://verito.com/
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Financial Cents: https://hubs.li/Q03mLr_x0 
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates

// Chapters:
00:00 - Choosing practice management the wrong way
02:30 - What data from 700+ firms actually shows
06:30 - How to evaluate and pick the right tool
09:00 - Why implementation matters more than the software
11:30 - Where general tools break for accounting firms
14:30 - Community and peer insights vs vendor messaging
20:30 - AI and the future of compliance work
28:30 - How AI changes the role of accountants
40:30 - How to choose a niche that actually works
44:30 - Outgrowing your clients as your firm scales
48:30 - Side hustle vs committing to a firm

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I break down how to actually set a minimum price in your firm without anchoring your entire client base to it. I share mistakes I made running my own firm, why minimums should be internal not external, and how focusing on higher value clients drives better margins and growth. I also walk through recent updates to my app recommendations and answer questions on AI, niching, and building a better firm.

🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps
📌 Check out our practice management system recommendations here: https://www.jasononfirms.com/pm-rec-1

💰 Today's Sponsors
TeamUp: https://www.hireteamup.com/jason
Soraban: https://www.soraban.com/
Verito: https://verito.com/
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Financial Cents: https://hubs.li/Q03mLr_x0 
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates

🖥️ All apps I mentioned in the episode:
1. Delphi AI - https://www.delphi.ai/
2. Claude Cowork - https://claude.com/product/cowork
3. OpenClaw - https://openclaw.ai/
4. Double (formerly Keeper) - https://doublehq.com/
5. AutoAccru - https://www.autoaccru.com/
6. ScopeKeeper - https://scopekeeper.com/
7. TaxDome - https://taxdome.com/
8. Socket - https://www.usesocket.com/
9. Translucent - https://www.translucent.io/
10. Filed - https://www.filed.com/
11. Luminary - https://www.withluminary.com/
11. Karbon - https://karbonhq.com/
11. Canopy - https://www.getcanopy.com/
11. Financial Cents - https://financial-cents.com/
11. Truss - https://gettruss.io/
11. Hazel - https://hazel.ai/
12. BlueJ - https://www.bluej.com/
13. Marble - https://marble.ai/
14. TaxFigure - https://taxfigure.com/
15. Accrual - https://accrual.com/
16. SegStream - https://www.segstream.com/ 

// Chapters:
00:00 - Minimum pricing and common mistakes
02:00 - My firm background and pricing challenges
06:00 - Price increases and why clients don’t leave
11:00 - Why minimum pricing backfires
14:00 - Identity, growth, and saying no to clients
18:00 - Offshore hiring and leverage
23:00 - How to position pricing and A clients
27:00 - Profit math and better clients
31:00 - Why minimums should stay internal
33:00 - App recommendations and updates
41:00 - Practice management tools and selection
44:00 - New apps and AI tools overview
52:00 - Mailbag and listener questions
57:00 - AI assistants for client use
01:01:00 - Niching and specialization strategy
01:06:00 - Coaching vs community vs content
01:08:00 - Local AI vs cloud AI
01:11:00 - Future of accounting ledgers

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

IIn this episode, I break down the latest AI agent updates and why tools like Claude Cowork are getting dangerously close to doing real production work inside accounting firms. I walk through what’s actually possible today, where the security risks still are, and why firms need to start learning this now even if they can’t fully trust it yet. I also share details on my upcoming workshop tour and answer practical questions on pricing, websites, and using AI in real firm scenarios.

🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
Soraban: https://www.soraban.com/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates
Financial Cents: https://hubs.li/Q03mLr_x0 
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.
Verito: https://verito.com/
TeamUp: https://www.hireteamup.com/jason

// Chapters:
00:00 - Intro and AI agent overview
02:00 - What AI agents can do today and security risks
10:50 - Claude Cowork vs ChatGPT
17:00 - Real AI use cases and feature updates
22:20 - Workshop tour and event details
32:49 - Mailbag intro
37:20 - Mailbag: marketing, pricing, and firm decisions
52:10 - Mailbag: AI tools and operations

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I share a practical framework to fix productivity in accounting firms, from planning your day and reducing distractions to structuring your team for better output. I walk through a real bookkeeping firm doing $800K and break down why they’re hitting a ceiling and how to restructure using pods and incentive pay. I also cover where AI actually fits in running a firm today, why most firms are focusing on the wrong things, and how to balance AI curiosity with building a profitable business.

🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
Soraban: https://www.soraban.com/
TeamUp: https://www.hireteamup.com/jason
Financial Cents: Book a demo at https://hubs.li/Q03PYVrp0 or sign up at https://hubs.li/Q03mLr_x0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.
Verito: https://verito.com/
MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats

// Chapters:
00:00 Intro and productivity framework setup
02:04 Why most accountants feel unproductive
02:25 Building a daily plan
03:50 Prioritizing your own work vs email
05:00 Structuring your day for energy levels
06:10 Managing distractions and focus
09:16 Maker vs manager schedules
12:56 Structuring meetings for productivity
16:57 Health, sleep, and performance basics
18:57 Starting hard tasks effectively
20:31 Firm culture and productivity
21:00 Roast a Firm: bookkeeping firm breakdown
24:37 Identifying the growth ceiling
26:07 Moving to pod structure
27:10 Contractors vs full-time employees
28:50 Incentive-based compensation
31:05 Workflow and scaling challenges
34:00 Business model reflections
36:55 Mailbag: AI agents and software
41:00 Security and real-world AI limitations
44:40 AI vs running a firm
46:12 Business fundamentals vs AI focus
51:00 ChatGPT vs Claude discussion
55:00 Future of AI in accounting
57:30 Closing thoughts

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I sit down with Logan Graff to break down what actually happened inside his firm over the last year after he shared his annual financials publicly. We talk about why revenue went down, why profit mostly held steady, and how splitting his focus across multiple businesses affected growth inside the accounting firm itself.

🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

📹 Check out Logan’s video here! https://youtu.be/VfkQZngRuKQ?si=rVMIVsbWVURK82hr
💻 Follow him on LinkedIn https://www.linkedin.com/in/logangraf/
📌 Here’s his community https://countercommunity.co/
🎤 And the live event he’s cohosting in May https://www.launch-your-firm.com/ 

💰 Today's Sponsors
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates
Verito: https://verito.com/
Soraban: https://www.soraban.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
MakersHub: https://makershub.ai/
TeamUp: https://www.hireteamup.com/jason

// Chapters:
00:00 Intro
00:53 Meet Logan Graff
01:50 Revenue down, profit steady
04:00 Why the firm contracted
05:40 Selling bookkeeping vs tax
12:04 How Logan prices clients now
17:58 Pricing growth over time
20:02 Why new firm owners get stuck
23:48 Niche plans and 2026 goals
25:00 Reading, systems, and tax scheduling
36:01 Hiring a manager creatively
37:01 Launch Your Firm event

🗣️ Continue the discussion on social!
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LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I break down why I think we’ve been focusing on the wrong AI agent and why OpenClaw might be the clearest model yet for how AI actually gets deployed inside accounting firms. I walk through what makes it different from tools like Claude Cowork, especially how it operates across an entire team and acts as shared infrastructure rather than just a personal assistant. I also do a website roast for a construction-focused firm, covering how to improve messaging, calls to action, and lead magnets. I close with a mailbag on desk setups, including practical takes on monitors, keyboards, and workspace decisions.

🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates
Verito: https://verito.com/
Soraban: https://www.soraban.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
MakersHub: https://makershub.ai/
TeamUp: https://www.hireteamup.com/jason

// Chapters:
00:00 — AI agents overview
02:10 — Agents vs assistants
04:15 — Firm-level AI infrastructure
06:00 — System access and control
08:30 — Security limitations today
12:10 — Trust and client data
16:36 — Hiring and staffing trends
24:00 — OpenClaw breakdown
27:20 — Website messaging critique
28:10 — Calls to action issues
30:00 — Simplifying conversions
32:00 — Lead flow improvements
35:00 — Tax workflow tools
36:00 — Practice management evolution
45:30 — Website roast
51:01 — Accounts payable automation
52:08 — Offshore hiring models
1:01:05 — Live workshops announcement
1:03:19 — Desk setup discussion

🗣️ Continue the discussion on social!
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YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I share my thoughts on building a better desk setup for accountants and why small changes to your workspace can have a big impact on productivity. Then I break down a $2.1M accounting firm where the owner clears about $600K a year and walk through what they’re doing well, where they’re stuck, and how they could improve their operations. Finally we get into the mailbag, covering topics like buying accounting firms, building trust with referral partners, security boundaries with AI tools like Claude, whether AI threatens accounting careers, handling client resistance to new tech, and how to think about pricing and value in your firm.

🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates
Soraban: https://www.soraban.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Verito: https://verito.com/
MakersHub: https://makershub.ai/
TeamUp: https://www.hireteamup.com/jason

// Chapters:
00:00 Desk setup ideas for accountants
01:00 Seven things every desk should have
11:00 Optimizing the under-desk workspace
20:15 Firm Roast introduction
21:00 $2.1M firm breakdown and client mix
24:00 Team structure and financials
25:30 Pricing strategy and service mix
26:00 Marketing approach and LinkedIn discussion
28:00 Technology stack and workflow tools
29:30 Accounting team challenges and hiring issues
32:00 Owner background and firm growth
33:30 Transitioning away from client work
35:00 How to submit your firm for a roast
38:30 Mailbag: buying accounting firms
45:00 Cash flow and deal structure for acquisitions
46:40 Building referral relationships with other firms
48:00 AI security and using Claude with financials
50:20 Future of accounting careers and AI
55:20 Pricing ethics and charging more for services
58:50 OpenAI, government work, and AI ethics
01:00:20 Getting clients to adopt new tech tools
01:04:00 TurboTax pricing debate and perception of value
01:07:00 Expanding your professional network and mindset

🗣️ Continue the discussion on social!
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LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I share a supercut of Q&A from two live events we hosted in San Francisco and Los Angeles with accounting firm owners. We dig into real questions from the room covering marketing, AI adoption inside firms, pricing strategy, three tier proposals, managing client boundaries, and how to actually implement changes without blowing up your firm. I also talk through practical approaches to rolling out AI internally, raising prices on legacy clients, structuring advisory tiers, and where automation actually matters versus where people waste time chasing tech.

🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates
Soraban: https://www.soraban.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Verito: https://verito.com/
MakersHub: https://makershub.ai/
TeamUp: https://www.hireteamup.com/

// Chapters:
00:00 Live event Q&A introduction
00:55 Marketing strategies for accounting firms
06:20 Client facing AI tools and GPT assistants
07:20 Capturing advisory knowledge with meeting transcripts
13:10 Encouraging AI adoption across firm teams
17:50 Raising prices on low paying legacy clients
22:10 Clients receiving premium service at low prices
27:50 Structuring three tier proposals
31:00 What to include on invoices
34:40 Renewal pricing strategy and client conversations
39:30 Pricing models for high volume tax returns
44:30 Automation tools vs ChatGPT use cases
46:10 Document organization and file naming automation
47:40 Managing tech fatigue in firms
49:00 How AI may impact tax preparation work
53:00 Work life balance and building a sustainable firm

🗣️ Continue the discussion on social!
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LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I break down what AI agents actually mean for accounting firms today and the real security risks behind the hype, including the risks highlighted by Palo Alto Networks and why weaker AI models may be the biggest overlooked issue. I also review the latest companies in the AICPA startup accelerator and share quick reactions on which ones actually matter for firms. I answer mailbag questions on pricing faster financial statement delivery, Intuit’s new AI announcement, LinkedIn visibility, and what AI can realistically automate in bookkeeping and tax work.

📄 The excellent article from paloalto networks https://www.paloaltonetworks.com/blog/network-security/why-moltbot-may-signal-ai-crisis/

🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates
Soraban: https://www.soraban.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Verito: https://verito.com/
MakersHub: https://makershub.ai/
TeamUp: https://www.hireteamup.com/

// Chapters:
00:00 Introduction to AI Agents in Accounting
01:15 Why AI Is Dominating the Conversation
02:15 AI Agent Security Risks
07:10 Top AI Agent Risks Explained
19:31 Example of AI Agent Autonomy
24:01 AI Model Security and Risk Management
28:20 How Firms Should Approach AI Safely
30:31 AICPA Startup Accelerator Overview
33:00 Startup Accelerator Companies Review
43:04 Mailbag Introduction
43:30 Pricing Faster Financial Statement Delivery
52:59 Intuit Intelligence Announcement
56:54 AI and the Future of Tax Work
1:07:06 Building Visibility on LinkedIn
1:08:22 Perplexity Computer AI Agent
1:09:05 AI Automation From Bank Statements to Tax Returns
1:12:06 AI Anxiety in the Accounting Profession

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LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I break down how accounting firms can better manage busy season bottlenecks and client expectations during peak work periods. I walk through how bookkeeping and tax firms typically evolve their workflow systems over time and why proactive communication with clients can prevent status-check chaos. I also roast cleanup bookkeeping as a business model, explain why it is often the worst work to take on, and share better ways to scope and price it. The episode wraps with a mailbag covering firm growth breakpoints, niching into small solopreneurs, hiring trial day tests, and practical video production tips.

📄 Here’s a link to some of those example docs https://drive.google.com/drive/folders/1bVm4_PMNm7aE6l7HC1WZqyB4Ti2jEdXZ?usp=sharing

🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
Soraban: https://www.soraban.com/
TeamUp: https://www.hireteamup.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I break down what AI agents actually mean for accounting firms after hands on testing with Claude Cowork and OpenClaw, including real bookkeeping and tax experiments that changed my perspective. I cover what is possible today, where the security boundaries still are, and why the pace of change matters. Then I run through a Niche of the Week on high end custom jewelry designers and close with a mailbag on AI use cases, pricing tiers, starting a firm, and managing career decisions in an AI driven world.

🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
Soraban: https://www.soraban.com/
TeamUp: https://www.hireteamup.com/
Verito: https://verito.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I share a simple framework for deciding whether to keep hiring or intentionally contract, centered on tightening your client revenue band, narrowing your services so they are easier to systematize, and building distribution so you can specialize. I apply it to a real bookkeeping firm that feels overstaffed and stuck on pricing, and I close with mailbag answers on buying a book of business, letting go of legacy clients, charging for consults, finding first clients, and positioning a niche before you have ideal case studies.

🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
Soraban: https://www.soraban.com/
TeamUp: https://www.hireteamup.com/
Verito: https://verito.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I share the best questions I got during my live events in DC and Seattle.  explain how I approach 3-tier proposals by customizing scope for each client and structuring tiers around delivery and access. I share how to roll it out at renewal, test it with a small group first, use urgency and scarcity to guide premium choices, define advisory clearly, reveal pricing without publishing a minimum, and handle scope changes without giving work away for free.

🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
Soraban: https://www.soraban.com/
TeamUp: https://www.hireteamup.com/
Verito: https://verito.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

My name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a +700 firm private community that’s shaping the future of small-firm ownership for the better.

In this episode, I sit down with Mike and Ross Libbey, a father-son duo who somehow pulled off one of the smoothest accounting firm successions I’ve ever seen. We break down how they kept work and family from turning into a constant power struggle, what boundaries actually matter, and how trust gets built over time. We also get into what it looks like when the next generation wants a modern firm, how the buyout process worked, and how they navigated difficult pricing and tech decisions where other generational firms get stuck.

🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I break down the 10 biggest hiring mistakes I made running an accounting firm, including how my thinking changed around trial days, offshore hiring, admin roles, delegation structure, and paying for talent. Then I help a non-accountant who just bought a legacy firm build a practical tech stack, focusing on quick wins like 1040 intake automation and month-end close tools before attempting a practice management overhaul. We close with an AI-heavy mailbag on Claude Cowork, OpenClaw, the future of AI agents, and why most firms still shouldn’t be using the newest tools with client data yet.

🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
Soraban: https://www.soraban.com/
TeamUp: https://www.hireteamup.com/
Verito: https://verito.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I break down why your monitor is probably the most important piece of tech in your accounting firm, and I walk through the 10 biggest factors that actually matter when buying one in 2026. Then I roast a “$15M firm” submission and dig into what’s really holding them back: hourly billing chaos, outdated Thomson Reuters workflows, weak staffing structure, and a tech stack that’s stuck in the past. We close with a mailbag that covers what pages matter on a bookkeeping website, proposal tools, managing complex client groups in PM, bonus structures, and how to start a side hustle firm while still employed.

🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
Soraban: https://www.soraban.com/
TeamUp: https://www.hireteamup.com/
Verito: https://verito.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I sit down with the co-founder of Financial Cents to unpack the real tension behind “all-in-one vs best-of-breed” in accounting firm tech. We talk through what a practice management system should actually own, why most firms really buy PM for visibility and peace of mind, and where workflow is headed next, especially around month-end close. We also get into how Financial Cents decides what to build vs integrate, why client experience and portal consolidation matters, and where AI belongs inside practice management versus point solutions.

🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

💰 Today's Sponsors
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Missive: http://missiveapp.com/jason
Verito: https://verito.com/
TeamUp: https://www.hireteamup.com/

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale.
☎️ Leave me a voicemail at (1)516-980-4968!

📝 Grab your own copy of the state of AI report here https://karbonhq.com/resources/ebooks/state-of-ai-accounting-report-2026/

In this episode, I break down Karbon’s new AI report (nearly 600 firms across six continents) and what it reveals about how firms are actually using AI—plus what the data might be overstating. Then I explain why the real value is getting your team aligned, not just collecting more ideas. We close with a mailbag on cutting C/D clients, finding leads when launching a firm, handling client ownership when leaving a firm, and whether agentic AI can move data between apps.

🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
📧 Email me: jason@jasononfirms.com

💰 Today's Sponsors
Soraban: https://www.soraban.com/
TeamUp: https://www.hireteamup.com/
Verito: https://verito.com/
MakersHub: https://makershub.ai/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Missive: https://www.missiveapp.com/jason

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I break down six practical ways accounting firms can prove their value using real numbers, not just marketing claims. I share examples for both bookkeeping and tax firms, from time saved and FTE reduction to measurable tax savings. I also roast a fast-growing firm’s pricing and client mix, then wrap with a mailbag covering AI agencies, three-tier proposals, tech stack decisions, and fee increases.

🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

📧 Email me: jason@jasononfirms.com

💰 Today's Sponsors
Mercury: https://mercury.com/jasononfirms 
Soraban: https://www.soraban.com/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/
Verito: https://verito.com/
Missive: https://missiveapp.com/jason
MakersHub: https://makershub.ai/

*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default.

Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I break down what’s actually happening with LinkedIn right now and why so many accounting firms are seeing their impressions drop. I share the six biggest mistakes I see firms make on the platform, why going more specific is the real path forward, and how to use LinkedIn as a relationship and opportunity engine instead of a vanity-metrics trap. I also roast a real three-tier proposal that helped a firm land a client at a much higher profit level, then wrap with mailbag coaching on niching, tech choices, pricing, and building a firm that attracts better clients.

📹 Here’s the Katie Thomas video: https://www.youtube.com/watch?v=ytXl95rBoL4

💰 Today's Sponsors
Mercury: https://mercury.com/jasononfirms
Soraban: https://www.soraban.com/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/
Verito: https://verito.com/
Missive: missiveapp.com/jason
MakersHub: https://makershub.ai/

*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default.

Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

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My name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a 700 firm private community that’s shaping the future of small-firm ownership for the better.

In this episode, I break down the biggest changes in accounting firm technology over the last few years and what they mean for your firm today. We cover how practice management systems have evolved, where workflow automation is actually saving time, and why 1040 intake remains the biggest unlock in tax. I also walk through where AI is genuinely changing firm operations, where it's mostly noise, and how new ledgers, portals, and peer-driven recommendations are reshaping how firms choose their tech stack for the next 18 months.

⚒️ Tools mentioned in this podcast:
Karbon - https://karbonhq.com/
Canopy - https://www.getcanopy.com/
TaxDome - https://taxdome.com/
Financial Cents - https://financial-cents.com/
ClientHub - https://www.clienthub.app/
Thomson Reuters Practice CS - https://tax.thomsonreuters.com/us/en/cs-professional-suite/practice-cs
CCH Axcess Practice - https://www.wolterskluwer.com/en/solutions/cch-axcess/practice
XCM - https://www.wolterskluwer.com/en/solutions/xcm-solutions
QuickBooks Online - https://quickbooks.intuit.com/global/oa/online-accounting-software-for-small-business/
Xero - https://www.xero.com/
NetSuite - https://www.netsuite.com/portal/home.shtml
Sage Intacct - https://www.sage.com/en-us/sage-business-cloud/intacct/
Digits - https://digits.com/
Kick - https://www.kick.co/
Campfire - https://campfire.ai/
Rillet - https://www.rillet.com/
Keeper (now Double) - https://doublehq.com/
FloQast - https://www.floqast.com/
Aider (acquired by Karbon) - https://www.aider.ai/
Soraban - https://www.soraban.com/
Stanford Tax -

☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I break down why referrals are both the most common way accounting firms grow and one of the fastest ways to end up with the wrong clients. I cover how referral leads actually behave, why being professionally invisible still hurts referral-only firms, and how to get more intentional by focusing on A-clients, specialist referral partners, and clearer website positioning, including a live walkthrough of what works and what doesn’t on a real firm’s site.

💰 Today's Sponsors
Mercury: https://mercury.com/jasononfirms 
Soraban: https://www.soraban.com/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/
MakersHub: https://makershub.ai/
Missive: missiveapp.com/jason
Verito: https://verito.com/

*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default.

Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

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In this episode, I sit down with Karen Reyburn to break down how accounting firms should actually be using AI for marketing. We walk through a practical framework that starts with research, then extraction, ideation, and finally writing, and why most firms get this backwards. Karen shares the AI tools her agency uses every day, how to research niches without overcommitting, and why AI should do the heavy lifting while humans stay responsible for voice, taste, and trust.

💻 Learn more about Karen: https://karenlreyburn.com/
And check out her AI marketing accelerator here! https://wearepf.com/ai

💰 Today's Sponsors
Mercury: https://mercury.com/jasononfirms
Verito: https://verito.com/
Soraban: https://www.soraban.com/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/

*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®.

To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

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In this episode, I break down the newest wave of autonomous AI and what it means for accounting firms as AI moves from tools to agents that actually do work for you. I walk through how desktop AI like Claude Cowork and Multbot signal a shift toward AI that operates across your apps, files, and workflows, and why this is both exciting and messy. We also roast a real 75-year-old firm that just changed hands, talk through what the new owner should do first, and dig into a full mailbag covering AI security, practice management systems, buying firms, pricing work upfront, hiring managers, and building a more focused firm.

📕 The book, The Legal Singularity: https://www.amazon.com/Legal-Singularity-Artificial-Intelligence-Radically/dp/1487529414
💿 Download my IRS Hold Music album here: https://drive.google.com/drive/folders/1oyQ8y9-3WkGk3FggMQiADvVO1aY40P4S?usp=drive_link

💰 Today's Sponsors
Mercury: https://mercury.com/jasononfirms 
Soraban: https://www.soraban.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Verito: https://verito.com/
MakersHub: https://makershub.ai/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/

*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default.

Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

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🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

In this episode, I break down the newest wave of autonomous AI and what it means for accounting firms as AI moves from tools to agents that actually do work for you. I walk through how desktop AI like Claude Cowork and Multbot signal a shift toward AI that operates across your apps, files, and workflows, and why this is both exciting and messy. We also roast a real 75-year-old firm that just changed hands, talk through what the new owner should do first, and dig into a full mailbag covering AI security, practice management systems, buying firms, pricing work upfront, hiring managers, and building a more focused firm.

💻 Learn more about Claude Cowork here (still MacOS only): https://claude.com/product/cowork
🤖 And ClawdBot/MoltBot here: https://clawd.bot/

💰 Today's Sponsors
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/
Soraban: https://www.soraban.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Verito: https://verito.com/
MakersHub: https://makershub.ai/
Missive: missiveapp.com/jason

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☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I sit down with Jonathan Stark to talk about why email is still the most powerful channel for building trust, authority, and better clients. We dig into how writing a short daily email helps crystallize your thinking, sharpen your positioning, and attract the right people over time, even if you do not feel ready yet. Jonathan shares how he has sent more than 3,400 daily emails, why email beats social media algorithms, and how consistent writing can help firm owners raise prices, specialize, and work less while making more.

📌 Join Jonathan’s email list here! https://jonathanstark.com/daily
📌 His book Hourly Billing is Nuts https://jonathanstark.com/hbin
📌 And his community Ditcherville https://jonathanstark.com/group

💰 Today's Sponsors
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/
Verito: https://verito.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Soraban: https://www.soraban.com/

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LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I break down when it actually makes sense to hire a coach and when you are better off starting with a strong peer group. I walk through how proximity to client relationships can cloud decision making and why outside perspective is often the unlock for making hard changes. We also roast a real client proposal and show how to price for access and service delivery instead of just scope. I wrap with a full mailbag covering tech migrations, proposal strategy, staffing, advisory work, and how to build confidence when starting a firm.

💰 Today's Sponsors
MakersHub: https://makershub.ai/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/
Verito: https://verito.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Missive: https://missiveapp.com/
Soraban: https://www.soraban.com/

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🔥 Complete this form for a chance to have your firm anonymously roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

In this episode, I cover three desk upgrades that dramatically improve focus, health, and productivity for accountants, then roast a real solo firm doing $100K a year to show how better clients, smarter pricing, and focused visibility can unlock growth without hiring. We dig into how to find higher-value clients inside a niche, when to partner with software companies and licensing bodies, and why better clients solve most capacity problems. I wrap with a deep mailbag covering pricing, tech stacks, Intuit alternatives, content creation, and how I build my software recommendations.

📌Here’s that CO2 monitor I mentioned https://www.amazon.com/Aranet4-Home-Temperature-Ink-Configuration/dp/B07YY7BH2W?sr=8-3

🎙️ Tax Stuff I mention in the video:
- IRS Tax Solutions https://irstax.net/
- Pitbull Tax Resolution https://www.pitbulltax.com/

📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N573T

💰 Today's Sponsors
MakersHub: https://makershub.ai/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/
Verito: https://verito.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Missive: https://missiveapp.com/
Soraban: https://www.soraban.com/

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YouTube https://www.youtube.com/@jasoncpa

My name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a 700 firm private community that’s shaping the future of small-firm ownership for the better.

📌 Check out Katie's company! https://leaders-online.com/

In this episode, I sit down with accounting firm marketing guru Katie Thomas to break down what modern firms are doing to attract better clients and better talent. We cover how to find a niche you actually want to serve, a 90 day growth plan, and the simple social habits that drive results even for firms that don't enjoy marketing. We also get into referral marketing, website conversion basics, pricing transparency, and how firms are using partner-led content to attract talent at a time when everyone else is struggling to hire.

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🔥 Want me to Roast your Firm? Fill in the intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

In this episode, I coach a real accounting firm that’s hit capacity and doesn’t need more work, just better work. We walk through why capacity problems are usually pricing and positioning problems, not tech or hiring problems, and how to start becoming selective about who you serve. I break down how to identify A clients, raise prices without blowing up the firm, and reset the rules of engagement so the business supports your life instead of consuming it.

💰 Today's Sponsors
Stanford Tax: https://stanfordtax.com/
Verito: https://verito.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Missive: https://missiveapp.com/

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☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I share the best real-world proposal questions I got during my live events in Portland and Nashville, and break down how to handle renewals, ghosting clients, multi-entity messes, and tier confusion. I explain when to claw back scope, when to make a premium tier even more premium, and how to pre-communicate proposals so clients actually respond. I also get into why three-tier pricing often fails in the details, how to standardize service levels internally with a service library, and how to think about mid-year scope changes without stressing clients out. 

💰 Today's Sponsors
MakersHub: https://makershub.ai/
Stanford Tax: https://stanfordtax.com/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Verito: https://verito.com/
Missive: https://missiveapp.com/

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
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☎️ Leave me a voicemail at (1)516-980-4968!

📩 My newsletter! https://jasononline.link/N570T

In this episode, I show you how to describe your firm by saying who you help and how you make them more money. I share a bunch of real examples, explain why leading with “we do bookkeeping and taxes” turns you into a commodity, and walk through how messaging helps you attract better clients. 

💰 Today's Sponsors
Verito: https://verito.com/ 
Stanford Tax: https://stanfordtax.com/

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☎️ Leave me a voicemail at (1)516-980-4968!

📚 Here’s that service library resource: https://jasononline.link/SL569T

In this episode, I break down what “workflow” really means for accounting firms going into 2026 and why it’s so hard to pin down. I cover two practical ways to improve workflow right now by standardizing how work is tracked and using better tools, then zoom out to the real causes of workflow pain like too many client types, too many services, and inconsistent delivery. I also explain why workflow issues are often capacity issues and why specialization is usually the fastest path to simpler operations.

💰 Today's Sponsors
MakersHub: https://makershub.ai/
Financial Cents: https://hubs.li/Q03mLr_x0

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☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I break down how to stop 1099 season from wrecking your busy season. I walk through the systems and expectations that matter more than the tech, why “same as last year” is the real enemy, and how to force a clear yes or no from clients every single year. I also share the three-tier 1099 framework we used to make this work profitable, how to push the right work back to clients, and the best tools firms are actually using to handle 1099s at scale.

💰 Today's Sponsors
Soraban: https://www.soraban.com/
Verito: https://verito.com/

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☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I share three simple thought experiments to help you reset how you think about 2026. We talk about the obvious moves you’ve been avoiding, what it looks like to get back into work that actually energizes you, and why most of the “scary” decisions firm owners face are far less risky than they feel.

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YouTube [https://www.youtube.com/@jasoncpa](https://www.youtube.com/@jasoncpa)

☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I sit down with Jordan Vickery, co-founder of Vinyl, to explore why AI meeting assistants are an overlooked opportunity for accounting firms. We break down how these transcripts create new opportunities, and solve long-running workflow headaches. From follow ups, to rate increases, SOPs and sales signals, we cover how meeting data can become one of the most valuable assets in your firm.

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☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, we get practical about getting owners out of the weeds through time audits, earlier delegation, and fixing inbox chaos. We talk about spotting work that should be handed off, building trust with your team, bringing admins and VAs into client communication, and using the inbox as a signal for what still hasn’t been delegated. We also touch on setting clearer client boundaries, improving onboarding, and why freeing up capacity is more about systems and trust than working harder.

💰 Today's Sponsors
Soraban: https://www.soraban.com/
MakersHub: https://makershub.ai/

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In this episode, I walk through my 2026 tech predictions for bookkeeping firms and why the ledger is about to change in a big way. We cover the pressure hitting QBO and Xero, how month-end close automation is changing where work actually happens, and which new ledger tools are starting to break through.

💰 Today's Sponsors
MakersHub: https://makershub.ai/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Soraban: https://www.soraban.com/
Verito: https://verito.com/

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☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I lay out my 2026 tech predictions for tax firms and what they should actually pay attention to right now. I cover where tax workflow tools are becoming table stakes, why all-in-one platforms are still falling behind, what’s likely to change around review, research, and entity work, and where legacy vendors may finally be forced to move. I also share where I think real progress will come from over the next year and what firms should plan for next.

💰 Today's Sponsors
Soraban: https://www.soraban.com/
Verito: https://verito.com/
MakersHub: https://makershub.ai/
Financial Cents: https://hubs.li/Q03mLr_x0 U
se code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users

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☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I revisit our 2025 bookkeeping tech predictions and unpack what actually happened over the past year. We talk through where tools really improved, where expectations fell flat, and how workflows around month-end close, practice management, and ledgers are evolving. I also share what surprised me most, why specialization is winning, and what these shifts tell us as we head into 2026.

💰 Today's Sponsors
MakersHub: https://makershub.ai/
Client Hub: https://clienthub.app/
Soraban: https://www.soraban.com/
Verito: https://verito.com/

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In this episode, I revisit my 2025 tax tech predictions and break down what actually played out for accounting firms. We talk through where tax intake, delivery, workflow tools, and AI really moved forward, where things stalled, and why point solutions are still beating all-in-one platforms. I also share what surprised me most this year and what it all signals heading into 2026.

💰 Today's Sponsors
Stanford Tax: http://stanfordtax.com/
Verito: https://verito.com/
MakersHub: https://makershub.ai/
Client Hub: https://clienthub.app/

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🎥 Check out the FULL replay of the entire WorkflowCon event here! https://hubs.li/Q03VYXqR0 

☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I share a live Q&A from WorkflowCon on how AI is actually fitting into client communication at accounting firms. We talk about where AI helps today, why chasing clients for info is still the biggest bottleneck, and how tools like meeting transcripts can make teams faster without hurting client trust. I also get into why firms should start capturing context now, how to think about AI security, and where human judgment still matters most.

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📖 The book I mentioned, The Goal https://www.amazon.com/Goal-Process-Ongoing-Improvement/dp/0884271951

☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I break down why workflow bottlenecks keep crushing accounting firms during busy seasons. We talk through practical ways to smooth out the peaks and valleys, set better client expectations, and use pricing and delivery tiers to make the work more manageable year round.

💰 Today's Sponsors
MakersHub: https://makershub.ai/
Client Hub: https://clienthub.app/

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In this episode, I share takeaways from a live coaching session in Oklahoma City. We talk about what actually frees up the owner, where delegation breaks down, and how smarter renewals and tiers can help you make space for better work without blowing up your firm.

💰 Today's Sponsors
MakersHub: https://makershub.ai/
Client Hub: https://clienthub.app/
Stanford Tax: https://stanfordtax.com/
Verito: https://verito.com/

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📩 My newsletter where we recently went deep on this: https://www.jasononfirms.com/newsletter

📝  The AI notetakers in my radar for accounting firms:
Vinyl https://www.usevinyl.com/
Ping https://pingassistant.com/
Abacor https://abacor.com/

🤖 Here are my 30 favorite AI prompts to use with meeting transcripts: https://www.jasononfirms.com/ai-meeting-prompts

☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I dig into how AI meeting note takers are turning everyday client conversations into one of the most valuable assets inside an accounting firm. I walk through how capturing and organizing meeting transcripts can unlock better training, more consistent advice, revenue recovery, and even firm value over time. I also talk about where this tech is headed and why human judgment and relationships still matter.

💰 Today's Sponsors
Client Hub: https://clienthub.app/
MakersHub: https://makershub.ai/

🎥 The Dan Luthi interview: https://www.youtube.com/watch?v=Q9RevjQMyC8

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In this episode, I get honest about how much time you lose by hanging onto work your team could handle. I break down eight practical thresholds you can use across clients, tax work, proposals, renewals, vendors, spending, write-offs, and hiring so you can step out of the weeds, give your team room to grow, and build a version of the job that actually feels sustainable.

💰 Today's Sponsors
MakersHub: https://makershub.ai/
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats

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In this episode, we get real about over-delivering on quality and why “perfect” can actually hold your firm back. I dig into how to set the right quality bar for different types of work, build systems that don’t rely on superstars, and finally stop being the last person to touch everything before it goes out the door.

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Check out Danny Alberson’s company Agentive here 👉 https://www.goagentive.com/

In this episode, I talk with Danny from Agentive about AI that actually does audit work instead of just chatting. We cover how firms are automating evidence testing the moment clients upload docs, freeing auditors to focus on higher risk areas and better client conversations. We also get into why Danny turned down acquisition offers, the real future of junior audit work, and why firms should never lock themselves into long software contracts again.

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Financial Cents: https://financial-cents.com/
💵  Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.
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📌 Here’s Tim Ferriss’ fear setting exercise https://tim.blog/2017/05/15/fear-setting/

In this episode, I dig into why email eats more hours than anything else in your firm and what it takes to break free from it. I cover the mindset shifts, the delegation steps, and the systems that make inbox help actually work. I also talk about how to set better boundaries, build team ownership around communication, and give yourself the space to focus on the high-value work that moves your firm forward.

💰 Today's Sponsors
Financial Cents: https://financial-cents.com/
💵  Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.
💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/
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In this episode, I break down what offshoring actually means for small firms and why, much like AI, it feels increasingly inevitable. I talk through the real downsides, how to build onshore and offshore teams in a healthier way, and what work will still belong to humans as tech and global labor keep evolving. I also share why small firms may be better positioned than big machines and why your long-term edge still comes from expertise and real human connection

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In this episode, I break down why clients buy the lowest tier but still expect the highest level of access, and what firms can do about it. I explain how to scope not just the work, but the delivery of the work, so you can set expectations around access, response times, and boundaries. I also share why selling higher levels of service delivery is more profitable than selling more work, and how this approach helps you serve fewer clients, earn more, and get your time back.

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Check out the full Canopy Summit, including their new product announcements here https://www.getcanopy.com/blog/canopy-summit-2025

☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I share a keynote on building a firm-wide habit of delegation so you can push work down the expertise ladder, upskill your team faster, and get yourself out of the day-to-day client grind. I walk through concrete examples for tax, bookkeeping, review, email, and client communication, and tie it back to end-of-year planning so you can redesign your own task list (and your team’s) to match the kind of firm owner you actually want to be.

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📚 Learn more about NotebookLM here https://notebooklm.google/

🎙️ This is the audio overview (podcast) prompt I used:
"You're two CFOs breaking down a company's last month performance. Have an enlightening convo about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). The main discussion should cover the profit & loss totals but look into the general ledger for transaction detail where necessary to deepen the discussion."

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In this episode, I walk through how NotebookLM is evolving and what that actually means for firm owners. I share how tools like audio overviews, slide decks, and mind maps can help you communicate results more clearly, and where they can fit into your workflow without replacing the human touch clients still expect. I also talk through which of these features feel genuinely useful today versus what still feels more like a gimmick, and how to think about testing them in your firm.

💰 Today's Sponsors
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Financial Cents: https://financial-cents.com/
💵  Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.
💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/
Soraban: https://www.soraban.com/

Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

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In this episode, I sit down in Toronto to talk through what AI is actually changing for firms right now. I share why it’s better to learn from peers than from vendor demos, how both juniors and seniors can win with AI, and what AI will and won’t replace over the next few years. I also dig into why the firms leaning in today are going to be the ones everyone else is trying to catch in 2026.

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MakersHub: https://makershub.ai/
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Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats 

Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

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In this episode, I break down how firm owners can use community, referrals, and high-context relationships to rebuild their client lists faster. You’ll learn why specializing attracts better referrals, how to communicate what you want to work on next, and how live events create the collaborations that help you upgrade your client mix.

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 In this episode, I walk through the 10 commandments of running a successful accounting firm. I share what I've learned from working with thousands of firm owners, including how to handle clients, let go of the ones holding you back, and focus on profit instead of constant growth. I also talk about hiring smarter, building a self-sufficient team, and becoming more visible in your niche. Most of all, it's about creating a firm that is profitable, sustainable, and fun to run.

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In this episode, I break down what GPT 5.1 means for accounting firms and why these small model jumps matter. You will learn how better instruction following improves AI review tools, why AI first apps are pulling ahead of older platforms, and how to build simple habits that make your team better with AI.

💰 Today's Sponsors MakersHub: https://makershub.ai/
Financial Cents: https://financial-cents.com/
💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.
💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/

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In this episode, I talk with Dan Luthi about what real advisory work looks like inside an accounting firm. You’ll see how he prices $1K monthly calls, turns client questions into paid work, and builds strong margins without burning out the team. We also cover why most firms get stuck trying to scale advisory, how offshore teams free up capacity, and the difference between being helpful and actually getting paid for it.

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In this episode, I answer rapid-fire questions from firm owners on marketing, tech stacks, and proposals. You’ll learn why referrals alone hold you back, how to pick workflow tools that actually save time, and how to build tiered proposals that double profitability. I also share how niche positioning and small tweaks to pricing can turn a busy firm into a more profitable one.

💰 Today's Sponsors
MakersHub: https://makershub.ai/
Financial Cents: https://financial-cents.com/
💵  Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.
💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats 

Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

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In this episode, I break down the five biggest traps that keep firm owners stuck doing the same work year after year. You’ll learn how to delegate effectively, build owners for every client, tool, and process, and stop being the bottleneck in your own business. I also share how to scale beyond yourself, lead by example, and build a team that grows as fast as you do.

💰 Today's Sponsors
MakersHub: https://makershub.ai/
Financial Cents: https://financial-cents.com/ 
💵  Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm. 
💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/

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☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I sit down with RAMP’s Brad Gustafson to unpack where firms are headed next: scheduled tax seasons, deeper bookkeeping automation, and AI-driven advisory. You’ll learn how to kickstart AI adoption, lock in your 2026 tech stack, and use three-tier renewals to grow margins without losing the human touch.

💰 Today's Sponsors
MakersHub: https://makershub.ai/
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
Financial Cents: https://financial-cents.com/
💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.
💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/

Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

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☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I walk through the most common mistakes firms make when proposing and onboarding new clients. You’ll see how to fix messy first months, price cleanup work correctly, and build proposal tiers that double profitability without burning out your team.

💰 Today's Sponsors
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
Financial Cents: https://financial-cents.com/
💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.
💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/

Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

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👉 Check out Chad Davis and his community, Automation Town, for real, no-fluff AI that accounting firms can actually use: https://automationtown.io/

Chad Davis is the co-founder of LiveCA and one of the sharpest AI minds in accounting. He runs Automation Town and leads monthly AI roundups inside Realize, helping firm leaders cut through the noise and focus on what’s actually working right now.

In this episode, I talk with Chad Davis about the AI tools that actually work for accounting firms right now. We cover dictation apps, agent builders, and proposal automation using Google tools and the Anchor API. You’ll learn which tools to trust, which to skip, and how to spend smarter on AI in your firm.

📎 Grab my full set of 30 AI meeting prompts here: https://jason.link/uc3
☎️ Leave me a voicemail at (1)516-980-4968!

✅ Chad’s Recommended Tools
Voice Inc — https://tryvoiceink.com/
Stanford Tax — https://stanfordtax.com/
Zapier Agents — https://zapier.com/agents
Lindy (Build / Agents) — https://www.lindy.ai/
Artifact (Omniworkflows) — https://www.getartifact.com/
Anchor (Proposals API) — https://www.sayanchor.com

👀 Promising Fishbowl AI — https://www.fishbowlinventory.com/

⚠️ Use With Caution Right Now OpenAI Atlas Browser — https://openai.com/index/introducing-chatgpt-atlas/

💰 Today's Sponsors
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
StanfordTax: https://stanfordtax.com/
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
Financial Cents: https://financial-cents.com/
💵 Use code Jason10 for a 14-day free trial of Financial Sense and exclusive perks for your firm.
💻 Join Workflow Con, the free virtual conference from Financial Sense on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/

Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

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💰 Today's Sponsors
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💰 Today's Sponsors
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💰 Today's Sponsors
Keeper: https://keeper.app/
TeamUp: http://hireteamup.com/jason
Client Hub: http://clienthub.app/
Stanford Tax: https://stanfordtax.com/

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🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/woe

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TeamUp: http://hireteamup.com/jason
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants

Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

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Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
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💰 Today's Sponsors
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
ClientHub: https://www.clienthub.app/
Canopy:  https://www.getcanopy.com
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💰 Today's Sponsors
TeamUp: https://www.hireteamup.com/
ClientHub: https://www.clienthub.app/
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
MakersHub: https://jasononline.link/PMHub

Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G

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Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

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TeamUp: http://hireteamup.com/jason
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
MakersHub: https://makershub.ai/
ClientHub: https://www.clienthub.app/

Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

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💰 Today's  Sponsors
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
Cloud Accounting Staffing: http://cloudaccountantstaffing.com/lp/staats
MakersHub:https://makershub.ai/
ClientHub: https://www.clienthub.app/

Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

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💰 Today's  Sponsors
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Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants

Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
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YouTube https://www.youtube.com/@jasoncpa

🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G

👉 Download my free app database + tech stack planner: https://jasononline.link/D521

🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library

💰 Today's  Sponsors
TeamUp: http://hireteamup.com/jason
Makershub: https://makershub.ai/

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G

📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F

💰 Today's Sponsors
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Karbon https://karbonhq.com/

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🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G

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💰 Today's Sponsors
Karbon https://karbonhq.com/
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Tax strategy resources:
🧠 Coaching Groups
Certified Tax Coach https://certifiedtaxcoach.org/
Solo Tax Coach https://solotaxcoach.com/

🤓 Tech Solutions
TaxPlanIQ https://www.taxplaniq.com/
Instead https://www.instead.com/
Corvee https://corvee.com/
Holistiplan https://www.holistiplan.com/

📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F

🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G

💰 Today's Sponsors
Karbon https://karbonhq.com/
Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants

🗣️ Continue the discussion on social!
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YouTube https://www.youtube.com/@jasoncpa